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Mary Patch, Qka, Cpfa is listed as Retirement Plan Adviser at Atlatl Advisers at Atlatl Advisers, based in Dubuque, Iowa, United States. AeroLeads shows a work email signal at ifpartners.com and a matched LinkedIn profile for Mary Patch, Qka, Cpfa.
Mary Patch, Qka, Cpfa previously worked as Retirement Plan Adviser at Atlatl Advisers and Owner at Patch Retirement Plan Solutions, Llc. Mary Patch, Qka, Cpfa holds Bachelor Of Arts (Ba), History, Secondary Education, General Business from Loras College.
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As a seasoned retirement plan professional with a passion for the business and extensive knowledge of the industry, I believe in crafting the right solution for my clients to retain their business. I consult with them to determine their needs and develop a program to help meet those needs. By using a consultative approach, I am able to assist them in the process of developing a successful retirement plan program. Specialties: Plan Design - Reviews & Recommendations, Plan Compliance Testing & Analysis, Investment Reviews, Fiduciary Liability and Consulting, ERISA 3(21) & 3(38) Fiduciary Services, Vendor Selection, Management and Reviews, Employee Education Programs and Collective Investment Trust Funds.NAPA list of Women Advisers compiled by asking NAPA Firm Partners to nominate candidates for recognition. Nominees—more than 550 of them—were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” Those questionnaires were then reviewed on an anonymized basis by a panel of judges who, over the course of several weeks, selected the women we honor today in three separate categories: Captains: All-stars who happen to be principals, owners or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor).
Listed skills include 401K, Retirement Planning, Investments, Retirement, and 6 others.
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Madison, Wisconsin, US
We are passionate about helping companies develop and maintain an amazing retirement plan for their employees. Your employees have worked hard to have a remarkable retirement - let the Atlatl team help you make that a reality.
Independent ERISA consulting services including Request for Proposals, Plan Benchmarking, ERISA Project Consulting, Vendor Reviews & Management, Plan Design and Employee Education & Communication.
Tampa, FL, US
My MissionI believe in improving participants outcomes and pushing them to feel confident in their portfolios.Retirement planning is about achieving individual employee savings goals through personalized road-maps, educational courses, and catered plan design. I want your employees to trust that their money is being put to work, allowing them to focus on.
As the Director of Retirement Plan Solutions with Partners Wealth Management I assist advisors, consultants and plan sponsors assess, improve and enhance retirement plans. My specialties include: Vendor reviews and management Request For Proposals (RFP’s) Plan design review and implementation Compliance testing and analysis Fiduciary consulting.
Watkinsville, GA, US
As Director, I helped establish and grow the retirement plan practice for Steele Capital, a large RIA located in Iowa. Steele Capital offers a bundled ERISA 3(38) advisory and recordkeeping solution to their clients and their advisor partners. Expertise:Comprehensive ERISA 3(38) Fiduciary ServicesEmployee EducationDaily Valuation Recordkeeping &.
At EMJAY, I managed approximately 135 retirement plan relationships. This included plan design reviews, recordkeeping questions, employee education meetings and participant questions. Expertise:Client Relationship ManagementPlan Document ReviewsPlan DesignCompliance Testing ReviewsDaily Valuation Recordkeeping/AdministrationEmployee Education
At Bank One, I primarily assisted in the reconciliation of plans following the transition of their retirement plan administration business from First Data to BISYS. Expertise:Relationship ManagementDaily Valuation Recordkeeping/Administration
Relationship manager for clients in the Southeast region, then the California region and finally their complex clients across the country.Expertise:Relationship ManagementDaily Valuation Recordkeeping & Administration
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Mary Patch, Qka, Cpfa works for Atlatl Advisers.
Mary Patch, Qka, Cpfa is listed as Retirement Plan Adviser at Atlatl Advisers at Atlatl Advisers.
AeroLeads has found 1 work email signal at @ifpartners.com for Mary Patch, Qka, Cpfa at Atlatl Advisers.
Mary Patch, Qka, Cpfa is based in Dubuque, Iowa, United States while working with Atlatl Advisers.
Mary Patch, Qka, Cpfa has worked for Atlatl Advisers, Patch Retirement Plan Solutions, Llc, Independent Financial Partners (Ifp), Williams Group Llc - Iowa, and Partners Wealth Management, Inc..
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Mary Patch, Qka, Cpfa holds Bachelor Of Arts (Ba), History, Secondary Education, General Business from Loras College.
Mary Patch, Qka, Cpfa is listed with skills including 401K, Retirement Planning, Investments, Retirement, Wealth Management, Pensions, Financial Advisory, and Mutual Funds.
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